Winthrop Advisory Group LLC
BOSTON MA · SEC CIK 0001739043
$14.85亿2026Q2 申报市值
226持仓数
61.7%前十大占比 · 第一大 11.3%
34 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ITOT 加仓+$944.40万
ACWX 加仓+$850.19万
J P MORGAN EXCHA 新建仓+$736.95万
IVV 加仓+$729.19万
ICSH 加仓+$686.91万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$152.84万
IWB 减仓-$75.39万
INTF 减仓-$54.59万
AGG 减仓-$37.12万
HONEYWELL INTL I 清仓-$36.89万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $1.69亿 | 11.35% | 1,025,806 | 57,491 | 5.9% | $944.40万 | 加仓 |
| IVV | ISHARES TR | $1.48亿 | 9.98% | 197,805 | 9,737 | 5.2% | $729.19万 | 加仓 |
| ACWX | ISHARES TR | $1.05亿 | 7.09% | 1,382,668 | 111,706 | 8.8% | $850.19万 | 加仓 |
| IWB | ISHARES TR | $1.01亿 | 6.83% | 247,599 | -1,841 | -0.7% | -$75.39万 | 减仓 |
| QQQ | INVESCO QQQ TR | $9,361.36万 | 6.31% | 127,279 | -2,078 | -1.6% | -$152.84万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $7,204.40万 | 4.85% | 2,487,708 | 92,674 | 3.9% | $268.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $7,187.19万 | 4.84% | 194,227 | 4,178 | 2.2% | $154.60万 | 加仓 |
| ICSH | ISHARES TR | $6,881.08万 | 4.63% | 1,360,435 | 135,806 | 11.1% | $686.91万 | 加仓 |
| AAPL | APPLE INC | $4,444.26万 | 2.99% | 153,589 | -625 | -0.4% | -$18.09万 | 减仓 |
| IJH | ISHARES TR | $4,204.90万 | 2.83% | 545,312 | 8,301 | 1.5% | $64.01万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $4,196.09万 | 2.83% | 462,176 | -2,080 | -0.4% | -$18.88万 | 减仓 |
| DGRW | WISDOMTREE TR | $3,412.92万 | 2.30% | 356,925 | 62,416 | 21.2% | $596.82万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,590.81万 | 1.75% | 105,228 | 6,772 | 6.9% | $166.73万 | 加仓 |
| IWF | ISHARES TR | $2,356.14万 | 1.59% | 189,751 | -1,029 | -0.5% | -$12.78万 | 减仓 |
| INTF | ISHARES TR | $2,233.72万 | 1.50% | 545,342 | -13,328 | -2.4% | -$54.59万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,200.09万 | 1.48% | 29,388 | 336 | 1.2% | $25.15万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,091.49万 | 1.41% | 69,033 | 19,716 | 40.0% | $597.34万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,586.13万 | 1.07% | 42,521 | 1,684 | 4.1% | $62.82万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,399.10万 | 0.94% | 109,467 | 24,609 | 29.0% | $314.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,398.11万 | 0.94% | 315,175 | -6,503 | -2.0% | -$28.85万 | 减仓 |
| IEMG | ISHARES INC | $1,311.10万 | 0.88% | 158,270 | 8,518 | 5.7% | $70.56万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,198.01万 | 0.81% | 140,134 | 7,199 | 5.4% | $61.54万 | 加仓 |
| AMZN | AMAZON COM INC | $1,179.30万 | 0.79% | 49,480 | 1,974 | 4.2% | $47.05万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,163.23万 | 0.78% | 366,832 | -7,448 | -2.0% | -$23.62万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,137.80万 | 0.77% | 132,088 | -428 | -0.3% | -$3.69万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,027.71万 | 0.69% | 203,184 | -1,470 | -0.7% | -$7.44万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $998.14万 | 0.67% | 197,378 | 73,186 | 58.9% | $370.10万 | 加仓 |
| GOOGL | ALPHABET INC | $900.24万 | 0.61% | 25,191 | 2,235 | 9.7% | $79.87万 | 加仓 |
| IXUS | ISHARES TR | $893.49万 | 0.60% | 93,618 | 52,267 | 126.4% | $498.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $844.39万 | 0.57% | 42,201 | 7,398 | 21.3% | $148.03万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $736.95万 | 0.50% | 146,850 | 146,850 | — | $736.95万 | 新建仓 |
| IWV | ISHARES TR | $712.55万 | 0.48% | 16,711 | -111 | -0.7% | -$4.73万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $661.31万 | 0.45% | 110,790 | -1,640 | -1.5% | -$9.79万 | 减仓 |
| IVW | ISHARES TR | $644.70万 | 0.43% | 46,877 | 2,774 | 6.3% | $38.15万 | 加仓 |
| GOOG | ALPHABET INC | $636.52万 | 0.43% | 18,015 | -334 | -1.8% | -$11.80万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $635.42万 | 0.43% | 19,412 | 923 | 5.0% | $30.21万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $606.72万 | 0.41% | 132,762 | 5,775 | 4.5% | $26.39万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $606.31万 | 0.41% | 27,821 | -507 | -1.8% | -$11.05万 | 减仓 |
| IWD | ISHARES TR | $592.79万 | 0.40% | 24,452 | 185 | 0.8% | $4.48万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $556.53万 | 0.37% | 19,758 | 93 | 0.5% | $2.62万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $513.56万 | 0.35% | 21,704 | -1,117 | -4.9% | -$26.43万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $502.23万 | 0.34% | 170,653 | -3,095 | -1.8% | -$9.11万 | 减仓 |
| META | META PLATFORMS INC | $455.52万 | 0.31% | 8,087 | 236 | 3.0% | $13.29万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $446.02万 | 0.30% | 8,914 | 134 | 1.5% | $6.70万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $443.04万 | 0.30% | 6,451 | 697 | 12.1% | $47.87万 | 加仓 |
| TSLA | TESLA INC | $411.26万 | 0.28% | 9,778 | -12 | -0.1% | -$5,047 | 减仓 |
| SPYG | SPDR SERIES TRUST | $408.00万 | 0.27% | 34,289 | -396 | -1.1% | -$4.71万 | 减仓 |
| V | VISA INC | $353.02万 | 0.24% | 10,289 | 433 | 4.4% | $14.86万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $323.63万 | 0.22% | 4,590 | 133 | 3.0% | $9.38万 | 加仓 |
| KLAC | KLA CORP | $321.07万 | 0.22% | 10,642 | 312 | 3.0% | $9.41万 | 加仓 |
| AVGO | BROADCOM INC | $315.83万 | 0.21% | 8,361 | 1,533 | 22.5% | $57.91万 | 加仓 |
| HD | HOME DEPOT INC | $314.63万 | 0.21% | 8,921 | -129 | -1.4% | -$4.55万 | 减仓 |
| DGRO | ISHARES TR | $312.22万 | 0.21% | 41,195 | -34 | -0.1% | -$2,577 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $276.67万 | 0.19% | 10,894 | 390 | 3.7% | $9.90万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $260.08万 | 0.18% | 24,465 | 7,396 | 43.3% | $78.63万 | 加仓 |
| WMT | WALMART INC | $253.04万 | 0.17% | 22,342 | -785 | -3.4% | -$8.89万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $238.38万 | 0.16% | 29,092 | 1,023 | 3.6% | $8.38万 | 加仓 |
| CAT | CATERPILLAR INC | $233.11万 | 0.16% | 2,189 | 113 | 5.4% | $12.03万 | 加仓 |
| LLY | ELI LILLY & CO | $231.28万 | 0.16% | 1,928 | 194 | 11.2% | $23.27万 | 加仓 |
| CSCO | CISCO SYS INC | $226.33万 | 0.15% | 19,269 | 9,944 | 106.6% | $116.80万 | 加仓 |
| IEFA | ISHARES TR | $216.10万 | 0.15% | 22,375 | -1,891 | -7.8% | -$18.26万 | 减仓 |
| SUSA | ISHARES TR | $203.10万 | 0.14% | 13,163 | 1,573 | 13.6% | $24.27万 | 加仓 |
| BAC | BANK OF AMER CORP | $194.09万 | 0.13% | 34,063 | 1,959 | 6.1% | $11.16万 | 加仓 |
| VO | VANGUARD INDEX FDS | $191.85万 | 0.13% | 23,812 | 1,964 | 9.0% | $15.82万 | 加仓 |
| AMAT | APPLIED MATLS INC | $190.45万 | 0.13% | 2,634 | 242 | 10.1% | $17.50万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $175.89万 | 0.12% | 9,232 | 2,409 | 35.3% | $45.90万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $160.15万 | 0.11% | 3,118 | 318 | 11.4% | $16.33万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $152.04万 | 0.10% | 10,368 | 638 | 6.6% | $9.36万 | 加仓 |
| IWR | ISHARES TR | $149.73万 | 0.10% | 13,572 | 474 | 3.6% | $5.23万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $144.99万 | 0.10% | 3,719 | -2 | -0.1% | -$780 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $138.77万 | 0.09% | 1,202 | 590 | 96.4% | $68.11万 | 加仓 |
| DVY | ISHARES TR | $136.89万 | 0.09% | 8,758 | 8 | 0.1% | $1,250 | 加仓 |
| DIS | DISNEY WALT CO | $134.78万 | 0.09% | 13,894 | 356 | 2.6% | $3.45万 | 加仓 |
| GLD | SPDR GOLD TR | $131.53万 | 0.09% | 3,571 | 854 | 31.4% | $31.46万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $130.09万 | 0.09% | 4,626 | 485 | 11.7% | $13.64万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $128.03万 | 0.09% | 2,204 | 180 | 8.9% | $10.46万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $127.93万 | 0.09% | 8,095 | 3,400 | 72.4% | $53.73万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $125.58万 | 0.08% | 1,342 | 84 | 6.7% | $7.86万 | 加仓 |
| ABBV | ABBVIE INC | $124.42万 | 0.08% | 4,944 | 406 | 8.9% | $10.22万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $117.03万 | 0.08% | 34,582 | 2,440 | 7.6% | $8.26万 | 加仓 |
| ACWI | ISHARES TR | $113.87万 | 0.08% | 7,254 | 10 | 0.1% | $1,570 | 加仓 |
| SMH | VANECK ETF TRUST | $107.03万 | 0.07% | 1,632 | 148 | 10.0% | $9.71万 | 加仓 |
| SGOV | ISHARES TR | $104.70万 | 0.07% | 10,400 | 10,400 | — | $104.70万 | 新建仓 |
| SOXX | ISHARES TR | $104.69万 | 0.07% | 1,634 | 393 | 31.7% | $25.18万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $103.10万 | 0.07% | 12,310 | 12,310 | — | $103.10万 | 新建仓 |
| MRK | MERCK & CO INC | $102.56万 | 0.07% | 7,931 | 480 | 6.4% | $6.21万 | 加仓 |
| BA | BOEING CO | $101.19万 | 0.07% | 4,675 | 472 | 11.2% | $10.22万 | 加仓 |
| SBUX | STARBUCKS CORP | $100.40万 | 0.07% | 9,825 | 24 | 0.2% | $2,453 | 加仓 |
| — | EXXON MOBIL CORP | $100.11万 | 0.07% | 7,322 | 454 | 6.6% | $6.21万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $97.45万 | 0.07% | 1,984 | 27 | 1.4% | $1.33万 | 加仓 |
| CI | THE CIGNA GROUP | $96.77万 | 0.07% | 3,510 | 97 | 2.8% | $2.67万 | 加仓 |
| IWM | ISHARES TR | $94.56万 | 0.06% | 3,147 | 654 | 26.2% | $19.65万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $93.49万 | 0.06% | 19,069 | 2,900 | 17.9% | $14.22万 | 加仓 |
| MUB | ISHARES TR | $93.16万 | 0.06% | 8,656 | 2,393 | 38.2% | $25.75万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $89.69万 | 0.06% | 17,382 | 382 | 2.2% | $1.97万 | 加仓 |
| PEP | PEPSICO INC | $84.68万 | 0.06% | 6,254 | 110 | 1.8% | $1.49万 | 加仓 |
| CVX | CHEVRON CORPORATION | $83.02万 | 0.06% | 5,008 | 238 | 5.0% | $3.95万 | 加仓 |
| ORCL | ORACLE CORP | $81.27万 | 0.05% | 5,546 | 397 | 7.7% | $5.82万 | 加仓 |
| RTX | RTX CORPORATION | $78.55万 | 0.05% | 4,140 | 394 | 10.5% | $7.48万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $76.23万 | 0.05% | 1,593 | 497 | 45.3% | $23.78万 | 加仓 |